### Contents

- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Customer Revenue Optimization (CRO) Software Resources

##### Glossary Terms, Discussions, and Reports to expand your knowledge on Customer Revenue Optimization (CRO) Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Customer Revenue Optimization (CRO) Software Glossary Terms

[![Key Account](https://learn.g2.com/hubfs/G2CM_GI202_Glossary_Article_Images_%5BKey_accounts%5D_V1b.png "Key Account")](https://www.g2.com/glossary/key-account-definition)

[Key Account](https://www.g2.com/glossary/key-account-definition)

A key account is a company’s most valuable customer. Learn how key account management can set your business up for success.

by Keerthi Rangan

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Customer Revenue Optimization (CRO) Software Discussions

0

Question on: Clari
[How can I create a custom list of contacts that is uploaded on the groove permanently. I want to update it frequently as new contacts come in and also I want to categorize them so that I can pick a specific category and shoot my emails at once.](/discussions/how-can-i-create-a-custom-list-of-contacts-that-is-uploaded-on-the-groove-permanently-i-want-to-update-it-frequently-as-new-contacts-come-in-and-also-i-want-to-categorize-them-so-that-i-can-pick-a-specific-category-and-shoot-my-emails-at-once)

Hi Manali, please check out our FAQ page to get help with uploading contacts (https://help.groove.co/en/articles/4812960-direct-import). Reach out to support@groove.co for more help.

Answered: Alina Kadyntseva on June 23, 2022

[Your answer](/discussions/how-can-i-create-a-custom-list-of-contacts-that-is-uploaded-on-the-groove-permanently-i-want-to-update-it-frequently-as-new-contacts-come-in-and-also-i-want-to-categorize-them-so-that-i-can-pick-a-specific-category-and-shoot-my-emails-at-once/comments/new?remote=true)

0

Question on: Clari
[When can we see this?](/discussions/when-can-we-see-this)

I'm interested in seeing if you guys will be implementing an update to Groove phone where we have the ability to set up a Voice mailbox system so that way clients can leave us messages and we can stay more on track with follow-ups!

Hi Maddie, we are actively working on developing a voicemail box for the OmniDialer. We keep all customers up-to-date with upcoming releases via email and in-app notifications. Stay tuned! Alina @ Groove

Answered: Alina Kadyntseva on June 23, 2022

[Your answer](/discussions/when-can-we-see-this/comments/new?remote=true)

0

Question on: Clari
[Schedule emails](/discussions/schedule-emails)

I have tried scheduling emails on Groove, but I don't understand where they go. Like Gmail has a separate tab for Scheduled emails, does Groove have a similar setup?

Hi Nikhita, Scheduled emails go to different places based on whether they were scheduled from Gmail or Flows. When scheduling an email from Gmail it will go to a scheduled emails section where it can be reviewed and canceled if needed. Check out this article to learn more about scheduling in the email interface: https://help.groove.co/en/articles/1152879-scheduling-when-your-emails-are-sent For flows, scheduled emails will go to the "outbox" of the people tab. Check out this article to learn more about scheduling in flows: https://help.groove.co/en/articles/2469231-people-tab-managing-the-people-in-your-flow If you are having issues with scheduling emails, please reach out to your CSM or Groove Support! Best, Alina

Answered: Alina Kadyntseva on February 2, 2022

[Your answer](/discussions/schedule-emails/comments/new?remote=true)

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## Customer Revenue Optimization (CRO) Software Reports

Mid-Market Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Customer Revenue Optimization

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Customer Revenue Optimization

Spring 2026

G2 Report: Momentum Grid® Report